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For your future financial dreams contact us.

We offer financial planning to upper middle class and wealth management services upto a high net worth by allocating their funds with different asset allocation strategies based on their risk tolerance.

We help our clients to reach their financial goals like child higher education, child marriage, house and retirement planning etc. with asset allocation and goal based investment with peace of mind.

Suda Bhanu Prasad is a SEBI Registered Investment Adviser. His Professional Qualification is Certified Financial Planner. He has completed NSE Technical Analysis Certification also. At Present he is handling around 30 clients. He offers Financial Planning, Retirement Planning, Wealth Advisory Services etc. He is not influenced by any commissions or Incentives. He is very passionate about spreading the prospects and pitfalls of investments in mutual funds, insurance, real estate and fixed income instruments. He actively works with his Paisa Health You tube channel and Paisa Health blog to spread the awareness about Financial Planning. He conducted some awareness camps at Rotary Club, KAKINADA, A.R Police,KAKINADA and Indian Dental Association etc.

Prior to Sebi RIA, BHANU has 12 years experience in Financial Sector. He worked as LIC agent for more than 7 years and worked as Mutual Fund distributor. He realized that being a sales person, he can not do justice to his clients and some times conflict of interest may arise. He worked hard to improve his qualification and skills.He always thinks about better solutions to his clients.